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Morning Briefs

31 August 2023

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IHSG Berpotensi Melanjutkan Penguatan

Pada perdagangan semalam (30/8) bursa AS ditutup menguat: Dow Jones naik +0.11%, S&P 500 naik +0.38% dan Nasdaq naik +0.54%. Kenaikan terjadi karena investor menilai data ekonomi baru AS dan ikuti dengan menguatnya saham teknologi seperti chip Nvidia dan Apple setelah perusahaan mengirimkan undangan peluncuran iPhone 15 pada 12 September. Yield UST 10Y turun -15bps (-0.36%) ke level 4.11% dan USD Index turun -0.36% ke level 103.157.

 

Dari pasar komoditas ditutup mixed: minyak naik +0.37% ke level USD 81.66/bbl, emas naik +0.33% ke level USD 1,971.5/toz, nikel turun -0.61% ke level USD 20,644.50, batubara turun -2.26% ke level USD 158/ton dan CPO naik +2.03% ke level MYR 4,010.

 

Bursa regional pada perdagangan kemarin (30/8) ditutup cenderung flat: Nikkei naik +0.33%, Hang Seng flat -0.01% dan Shanghai flat +0.04%. Sedangkan EIDO ditutup turun -0.55%. Pada perdagangan kemarin IHSG juga ditutup menguat +0.13% ke level IDR 6,966.83 dengan investor asing mencatatkan keseluruhan net sell sebesar IDR 1.0 triliun. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 247.8 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 756.6 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 433.1 miliar), BBCA (IDR 40.6 miliar), dan PGAS (IDR 34.3 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh BBNI (IDR 100.6 miliar), EXCL (IDR 43.2 miliar), dan MDKA (IDR 38.1 miliar). Top leading movers emiten TLKM, MDKA, BMRI, sementara top lagging movers emiten BBRI, BBCA, CPIN.

 

Pagi ini bursa regional dibuka menguat: Nikkei naik +0.08% dan Kospi naik +0.13%. Kami perkirakan hari ini IHSG akan bergerak menguat seiring dengan sentimen global dan regional.

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